Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Based upon a sophisticated Regulatory Rules Engine, the Fenergo solution uses dynamic decision tree intelligence to determine the regulatory journey of the client being onboarded including all the regulations, KYC questionnaires, classifications and risk assessments that need to be adhered to and performed.